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CRM ⇄ Security and identity

DealCloud to Jumpcloud integration — real-time, two-way sync

Keep DealCloud and Jumpcloud in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect DealCloud and Jumpcloud

Keep the people DealCloud and Jumpcloud both track in agreement in real time: the internal users who own records in DealCloud, and the customer login accounts in Jumpcloud.

A CRM and an identity system usually describe different populations. DealCloud tracks customers, contacts, and the deals in motion; Jumpcloud governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in DealCloud are the same employees Jumpcloud provisions and disables, and when Jumpcloud also runs the login accounts for your product, the customers in DealCloud are the same users Jumpcloud authenticates. Left unconnected, a departure in Jumpcloud leaves stale ownership sitting in DealCloud, and a signup in Jumpcloud never reaches the account it belongs to.

Stacksync syncs Company, Contact, Fund, Investment in DealCloud with Commands, Directory Insights events, System Users (Users), User Groups in Jumpcloud in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
  • 02 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 03 Two-way sync User Groups and their memberships between JumpCloud and a source-of-truth database so app, LDAP, and RADIUS access stays aligned with org data.
  • 04 Read Directory Insights events into Postgres or a warehouse for access reviews, login analytics, and SOC 2 audit evidence beyond JumpCloud's retention window.

Common sync patterns

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Jumpcloud maps to fields in DealCloud, such as product tier, plan, or internal team, so segmentation reflects real access rather than a manual guess.

Where a closed deal should provision access: DealCloud drives Jumpcloud

A won or activated customer in DealCloud can create or update the corresponding user or account in Jumpcloud, so provisioning starts from the CRM record instead of a separate ticket.

Where Jumpcloud governs your workforce: CRM users kept current

New employees in Jumpcloud become active users in DealCloud with the right role, and group or department changes update their access and team, so the CRM's user list matches the directory without an admin re-keying it.

What you can sync between DealCloud and Jumpcloud

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

DealCloud objects Jumpcloud objects How this pairing syncs
Contact Synced with incremental and full sync. System Users (Users) Directory user accounts (email, username, attributes, status, MFA, group and app bindings); full CRUD via the v1 /systemusers API - create, update, activate or suspend, and delete to match an HR or identity source. Contact is specific to DealCloud and System Users (Users) to Jumpcloud — each maps to any object or custom field on the other side.
Fund Synced with incremental and full sync. User Groups User groups that grant app, LDAP, and RADIUS access; created, updated, and deleted via v2 /usergroups, with membership managed through the graph association endpoints. Fund is specific to DealCloud and User Groups to Jumpcloud — each maps to any object or custom field on the other side.
Investment Synced with incremental and full sync. Systems (devices) Enrolled macOS, Windows, and Linux machines running the JumpCloud agent; agent-enrolled, so the API reads, updates, and deletes systems for inventory and management rather than creating them. Investment is specific to DealCloud and Systems (devices) to Jumpcloud — each maps to any object or custom field on the other side.
Relationship Synced with incremental and full sync. System Groups Device groups used to scope policies, commands, and access; full CRUD via v2 /systemgroups, with systems bound and unbound through association endpoints. Relationship is specific to DealCloud and System Groups to Jumpcloud — each maps to any object or custom field on the other side.
Activity Synced with incremental and full sync. Applications (SSO) SAML and OIDC SSO app configs; read via v2 /applications and their user/group assignments created and removed to control who can reach each connected app. Activity is specific to DealCloud and Applications (SSO) to Jumpcloud — each maps to any object or custom field on the other side.
Task Synced with incremental and full sync. Policies Device configuration and MDM policies; read, created from templates, and updated via v2 /policies, then bound to systems and system groups to enforce settings across the fleet. Task is specific to DealCloud and Policies to Jumpcloud — each maps to any object or custom field on the other side.

How changes propagate between DealCloud and Jumpcloud

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

DealCloud Jumpcloud Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

DeliveryEach detected change is written to Jumpcloud through its API, with automatic retries and rate-limit backoff.

Jumpcloud DealCloud Sub-second propagation

DetectionJumpcloud notifies Stacksync of record changes through webhook events. No database-style change log.

DeliveryEach detected change is written to DealCloud through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
  • Jumpcloud: JumpCloud rate-limits API requests and returns HTTP 429 (Rate limit exceeded) when a client sends requests too quickly; its guidance is to back off and retry at a lower rate. Specific per-minute ceilings are not published, and the Directory Insights API is metered separately. Webhook deliveries are retried three times with exponential backoff on 5xx, 408, or 429 responses.
What ships with DealCloud ⇄ Jumpcloud

Connect DealCloud and Jumpcloud for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Jumpcloud connection.

Real-time

Two-way sync

Changes in DealCloud or Jumpcloud instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever DealCloud or Jumpcloud data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single DealCloud or Jumpcloud record.

Observability

Monitoring

Track your DealCloud ⇄ Jumpcloud sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between DealCloud and Jumpcloud.

How the DealCloud and Jumpcloud connectors work

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.

Jumpcloud

Integration surface
JumpCloud REST API - v1 (console.jumpcloud.com/api) for Systems, System Users, and Commands; v2 (/api/v2) for User Groups, System Groups, Applications, Policies, and resource associations; plus the Directory Insights API (api.jumpcloud.com/insights/directory/v1/events) and Webhook Channels for outbound events.
Authentication
Admin API key sent in the x-api-key header (keys are prefixed jca_, generated in the console with a 30-365 day expiry, and disabled for admins by default until enabled); an x-org-id header scopes calls to a single organization for MSP multi-tenant admins. System Context authorization (HMAC-signed) also exists for agent-run calls.
Change detection
No database-style change log. The Directory Insights API is queried by POST for login and admin events across SSO, LDAP, RADIUS, systems, MDM, and directory services - including the association_change event that records user-to-group and policy-to-device membership changes; Webhook Channels tied to Insights Rules POST JSON to a registered endpoint for near-real-time triggers.
Capabilities
read · write · webhooks
Rate limits
JumpCloud rate-limits API requests and returns HTTP 429 (Rate limit exceeded) when a client sends requests too quickly; its guidance is to back off and retry at a lower rate. Specific per-minute ceilings are not published, and the Directory Insights API is metered separately. Webhook deliveries are retried three times with exponential backoff on 5xx, 408, or 429 responses.
How it works

How to connect DealCloud to Jumpcloud — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate DealCloud and Jumpcloud with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    DealCloud connected
    Jumpcloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the DealCloud and Jumpcloud objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · DealCloud ⇄ Jumpcloud
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    DealCloud Jumpcloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

DealCloud and Jumpcloud integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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ISO 27001
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→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 420 integrations available for DealCloud and Jumpcloud.

Popular · 7 of 420
All DealCloud integrations All Jumpcloud integrations Browse all integrations
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